JSIZX Mutual Fund

JSIZX Mutual Fund

NAV$16.75
See how much of JSIZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.95%
3 Months
+0.23%
6 Months
+1.97%
YTD
+4.46%
1 Year
+8.10%
3 Years (annualized)
+9.52%
5 Years (annualized)
+3.68%
10 Years (annualized)
+4.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSIZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.46%
Peer Avg (YTD)
+8.76%
vs Peers
-4.29%

JSIZX Mutual Fund Performance

JSIZX performance across multiple time periods: 1-month 0.95%, YTD 4.46%, 1-year 8.10%, 3-year 9.52%, 5-year 3.68%, 10-year 4.92%.

JSIZX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

JSIZX vs another fund shows side-by-side returns. JSIZX alternatives are available in the Mutual Fund Screener.